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Feature #10983

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Feature #10990: Pre-order module flow

Implement Preorder Payment Method Filtering Based on Company Profile Configuration

Added by Pavan Kumar Murala about 20 hours ago. Updated about 14 hours ago.

Status:
Resolved
Priority:
Normal
Target version:
-
Start date:
09/22/2026
Due date:
09/22/2026 (1 day late)
% Done:

100%

Estimated time:
8:00 h
Spent time:

Description

Review the payment methods configured under Company Profile → Payment Methods in the POS sub-branch.
Display all configured payment methods with their corresponding Order and Preorder settings.
During preorder creation, display only the payment methods that are enabled for Preorder in the company profile.
Disable or hide payment methods that are not enabled for Preorder.
Ensure the preorder creation page dynamically reflects the latest payment method configurations.
Verify that the filtering logic does not affect regular order payment methods.
If a payment method is disabled in the main Company Profile during preorder creation, it must be immediately hidden from the available payment methods.
Ensure that any changes to payment method configurations are reflected directly in the preorder creation page, preventing disabled payment methods from being selected or used.
If any issues occur during this validation, prevent the disabled payment methods from being displayed or processed.


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Actions #1

Updated by Pavan Kumar Murala about 20 hours ago

  • Status changed from New to In Progress
Actions #2

Updated by Pavan Kumar Murala about 19 hours ago

  • Parent task set to #10990

Updated by Pavan Kumar Murala about 14 hours ago

  • Status changed from In Progress to Resolved
  • % Done changed from 0 to 100
  • Estimated time changed from 6:00 h to 8:00 h
  • Implemented company-level payment validation for preorder checkout, checking company status, preorder channel, catalog status, payment limits, and store payment methods.
  • Ensured Card and Zelle are hidden from preorder checkout when disabled in company settings.
  • Prevented fallback to store-only payment methods when `payment_settings` is empty or `null`, following a fail-closed approach.
  • Updated the root `evergreen_pos_be` `getPublicCompanySettings` API to return fresh `payment_settings` from the database.
  • Updated Main and root ecommerce checkout components to resolve payment methods using the company settings helpers.
  • Fixed the root `CheckoutPreorder` payment validation issue identified during testing.
  • Integrated `ecommercePaymentMethods.ts` and `preorderPaymentLimits.ts` for consistent payment method handling.
  • Blocked order placement when no payment methods are allowed or when the selected method is not in the allowed list.
  • Updated `CatalogPaymentMethods` to display company-blocked payment methods as disabled.
  • Configured payment methods with a limit of `0` to be hidden on checkout and automatically switched Off.
  • Added default limits when enabling a payment method with a limit of `0`: Card (`1`), Cash/Zelle (`2`).
  • Updated admin hints to clarify that a limit of `0` hides the payment method on checkout.
  • Fixed the root `useCompanySettings` hook by removing the broken `tenantHost` import and resolving the company slug through `localStorage` or a passed slug.
  • Normalized missing `payment_settings` to an empty object and configured fresh refetching with `staleTime: 0` to prevent stale settings.
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